CONTACT
Sage Pro Version History
The Contact Sage
Pro was initially developed by adding insurance fields to
our Contact Sage System. As we improved the Contact Sage Pro,
we also added Investment, PDA, numerous reporting, and numerous
summary functions to the system. Our goal for the Contact
Sage Pro was to develop a comprehensive and simple to use
system that could store all communications with a contact,
follow and report on a contact as they became a client, and
store pending and current business with a client.
The chart below has
screenshots for the various versions and also the main features
that were added for that version. Each new version contains
many small improvements that are not listed.
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v1.0
(5/2001)
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Contact
Information, Notes, Remarks
Appointment System with
Auto Scheduling
Built in Email System
Account Storage
Last Contact Field
Remarks on Main Screen
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v1.3
(3/2002)
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Icons
replace text on buttons
Next
Contact Date Field
Main
Screen Search Function
Notes
on Main Screen
AND/OR
search capability
Search
History
Form
Letter/Mail Merge System
Search
Guide
Contact
Fields Rearranged
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v1.5
(9/2002)
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Individual
Policy storage
Policy
Commission Report
Mail
Merge Dear Line selector
Date
wildcard searching
Storage
for 2 addresses for each contact
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v1.6
(12/2002)
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Individual
Investment storage
Spouse
Link
Policy/Investment
Totals on Main Screen
Risk
Comfort/Investment Goal, Income, Net Worth fields
PDA
Synchronization
Contact
Profile Report
Policy
and Investment Status
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v1.7
(4/2003)
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Premium
Report
Duplicate
Contact
File
Linking
URL
Linking
Family
Listing
Head
of Household Flag
Storage
for 2 emails for each contact
Investment
Profile
Pending
Business Report
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v1.71
(6/2003)
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Single
box email selector
Cusip field added to Investment
PDA Synchronization updated
with new fields
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| v1.73
(8/2003) (No change to Contact Information Screen) |
To do list
User Defined Policy/Investment
fields
Revised appointment calendar includes calendar and appointment
list on 1 screen to resemble a datebook
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| v1.75
(9/2003) (No change to Contact Information Screen) |
New policy and investment fields
Ability to link policies to investments
Simpler setup screen
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v2.0
(2/2004)
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4x more user
defined fields
Drip Marketing System
Networking enhancements
Session Timers
Contact Balance Sheet
Weekly Appointment Bar screen
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v2.1
(4/2004)
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80 user defined
fields per contact type
Personal/Business Information Page
Link Relationships
Note Category
Scroll through Notes/Remarks/Appointments on expanded
screens
Identify user that added notes/remarks/appts
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v2.2
(5/2004)
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24
user defined fields per insurance/investment type
New to do list that mirrors appt system
Scroll functions in all screens
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